The default settings for new patient files can be configured in Settings > General > Patient Defaults. These settings include:

This section will determine the default communication preferences for newly created patient files. You can learn more about marketing statuses here.

You can also use the Update Existing Patients option to apply your communication settings to all existing patient files.

If you have had patients opt out from Reminders, Confirmations, or Follow Ups, please note that updating all patient files in this way would replace those settings.

Default Accounts can be added into PracSuite to make adding commonly added accounts to patient files, such as WorkCover, Medicare or DVA accounts, easier and more efficient.

If you're frequently adding accounts with specific settings, including third-party payer settings and treatment plans.
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If you would like an account to be created automatically with each new patient file, click on the Account Name to view more settings.
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After editing the page, you can then enable the option "Automatically create on new patient files" as below:

Click here for more information on default accounts.

To apply a specific folder structure to each new patient, use this section to add Default File Folders.

To set a default text for the Medical Warnings or Reminders/Notifications fields in new patient files, enter the desired text in the Clinical Notes Defaults section.

Customise these fields if you prefer these two fields on new patient files to be formatted or structured in a particular way.

In the example below, we're choosing for all new patient files to include Allergies and Medications headings.